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Global Wealth Management Investment Advisory’s Coherent COHR Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$5K – 479
2020
Q2 		$5K Buy
+100
New +$3.96K ﹤0.01% 421

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Global Wealth Management Investment Advisory's COHR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Coherent (COHR) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in COHR in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 319 funds tracked by Wall St. Rank hold COHR as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Coherent position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Coherent shares in Q3 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Coherent in Q2 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Coherent position peaked at $5K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held Coherent as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.